Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,408 | $88,815+89.6% | $81,882+105.7% | $145,897+15.4% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 10.59% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,029 | $3,086-66.7% | $2,916-64.7% | $4,663-77.9% |
| Participant deferral / active EE | $4,713 | $4,647+1.4% | $4,323+9.0% | $6,689-29.5% |
| Admin fee / account holder | $45,898 | $8,434+444.2% | $7,360+523.6% | $13,390+242.8% |